Deposit and Remaining Balance on S/O Invoice Paid by Credit Card

For a one-step invoice, when you click Submit Card/ACH Account or Accept in S/O Invoice Data Entry, the deposit entered will be processed as a sale, and the remaining invoice balance will be pre-authorized.

For a one-step invoice and an invoice created from a sales order, the remaining invoice balance will be post-authorized when the Daily Sales Journal is printed and you select the Perform Payment Processing check box. If the Perform Payment Processing check box is not selected, no credit card processing is performed during printing. For more information, see Process Credit Card Transactions.

The Credit Card Processing Error Log is generated when the credit card is declined if processing the credit card at the same time as updating the Daily Sales Journal. The log lists transaction errors with Paya Exchange and will not allow you to update the Daily Sales Journal.